Huawei and Apple lead China’s Q2 smartphone growth, according to new data from Counterpoint Research. While the overall Chinese smartphone market grew by just 1% year-over-year in Q2, Huawei and Apple outperformed their rivals. Their success reflects strategic pricing, targeted promotions, and support from government initiatives.
Huawei reported a 12% increase in shipments, thanks largely to strong performance during the 618 shopping festival and a national subsidy program. Apple followed with an 8% boost, driven by iPhone 16 sales and pre-festival price cuts. The two brands stand out in an otherwise stagnant market.
The second quarter of 2025 brought minimal growth to China’s smartphone market, with total shipments rising just 1% compared to the same period last year. However, Huawei and Apple lead China’s Q2 smartphone growth, defying industry trends through effective promotional strategies and government incentives.
Huawei topped all brands with 12% year-over-year growth. Its strong showing was largely due to a surge in demand during the annual 618 shopping festival. The brand also benefited from China’s ongoing national subsidy program, which provided buyers of smartphones, tablets, and wearables priced under CNY 6,000 (around $820) with discounts up to CNY 500 ($68). These factors combined to drive up Huawei’s shipment figures significantly.
Apple was the only other top-five brand to post positive growth during Q2. Its estimated 8% year-over-year gain came on the back of robust demand for the new iPhone 16 series, particularly in May. Apple also applied targeted discounts ahead of the 618 festival, further increasing its appeal to budget-conscious Chinese consumers.
While the national subsidy program remains active, analysts warn that it may be scaled back in the latter half of the year. If that happens, brands relying on government support may face a slowdown in momentum. Regardless, Huawei and Apple have managed to set themselves apart in a market that is otherwise struggling to grow.
